Portal User Guide

Transcription

Portal User Guide
eSD® Portal: Parent View
User Guide
v. 3.2.0
Copyright © 2002-2013 eSchoolData, LLC All rights reserved.
eSchoolData Student Management System
eSD® PORTAL: PARENT VIEW
TABLE OF CONTENTS
Overview ........................................................................................................................................ 3
Account Registration ...................................................................................................................... 3
Logging In ....................................................................................................................................... 5
Getting Help ................................................................................................................................... 6
Navigating the Portal ..................................................................................................................... 7
Updating Account Info ................................................................................................................. 15
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eSD® PORTAL: PARENT VIEW
A confirmation message will display stating that the Parent Portal registration has been
successful. Once the account request has been approved by the school district, an email will be
sent from the school district to the email address listed on the registration form.
Logging In
Once the district has approved the account request, the parent/guardian will receive an email
with a link to verify the email address and activate the account. Once the email’s link is clicked
and the email address verified, click Login to login to the account using the Username and
Password created at the time of registration.
If the district has chosen to auto-generate parent portal accounts, the User ID and temporary
Password provided by the district should be used to login for the first time.
Upon first login, the District’s Terms of Use should be read. Click I Agree at the bottom of the
Agreement to proceed further.
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Note:
To retrieve a forgotten
Password, click the link
where it says “Forgot your
password? Click here to
retrieve it.”
Note:
Parents/Guardians will be
prompted to Agree to the
District’s Terms of Use
each time the Terms are
amended.
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If the account has been auto-generated by the district, users will be required to establish a new
Password and enter a Primary Email Address after agreeing to the Terms of Use. Users will
also have the option to Use this E-Mail address as my User Name. Click Save when finished.
Getting Help
Users can get help both before and after logging in to the eSD® Parent Portal. From the Login
screen, click the link where it says “Need help or more information? Click here to read our
FAQ.” to access the eSchoolData Parent Portal F.A.Q.
Once logged in to your Portal account, click the Help button in the upper right corner of the
Parent Portal screens to access the eSchoolData Parent Portal F.A.Q.
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eSD® PORTAL: PARENT VIEW
The F.A.Q. provides portal account holders with answers to commonly asked questions.
Navigating the Portal
A successful login displays the Portal Homepage, which allows the portal account holder to see
a list of their Student(s), view district/school Announcement(s) and access any district/school
Uploaded File(s). On the left side of the screen, Parents/Guardians can view a log of their
Recent Activities.
Click on a Student’s Name in the list of Student(s) to view student-specific information.
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eSD® PORTAL: PARENT VIEW
Click a tab to bring up the corresponding information. All tabs may not be available, and their
order may differ from these screenshots, depending upon your school district’s use of the
eSchoolData system.
The Profile tab displays Important Dates, such as Marking Period and Progress Report dates.
Parents/guardians can also access the Conversation function, which allows parents/guardians
to communicate with staff members. Click Add New Conversation to create a new message.
Tip:
The Home tab, as well as
the Home button in the
top right corner of the
screen, will display your
Portal Homepage with the
list of your Students and
the Announcements.
Tip:
Hover your mouse over an
icon to display a Tooltip
with the icon’s name.
Select the class/teacher to which the new conversation is related and enter a Title for the
conversation. Check Display on student portal to have the conversation display in the student’s
account on the Student Portal in addition to the selected class teacher’s conversations list.
Enter the message and when finished, click Submit.
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Click the Attendance tab to view the student’s Attendance. Attendance will display based on
settings established by the district. Click the Print icon
to print the student’s attendance, or
the Print Note icon
to print an attendance note.
Click on the Schedule tab to view the student’s schedule. The Partially Scheduled icon
denotes the student has been pulled out of that class for a given day pattern. The pull out day
pattern(s) will be missing. If a teacher has enabled the eSD webpage functionality, a link to the
teacher’s webpage will display in the Webpage column. Click the Print icon
to print the
student’s schedule.
Click on the Discipline tab to view the student’s discipline history. Click the Print icon
print the student’s discipline record.
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eSD® PORTAL: PARENT VIEW
Click on the Immunization tab to view the student’s immunization records on file with the
district. Click the Print icon
to print the student’s immunization records.
Click on the Transcript tab to view the student’s transcript. Click Print to print an unofficial
Transcript directly from this screen.
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Note:
Transcripts will be
published to the Portal at
the school district’s
discretion.
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eSD® PORTAL: PARENT VIEW
Click on the Report Card tab to view the student’s report card. Click Print to print an unofficial
Report Card directly from this screen.
Click on the Buses tab to view the student’s bus information. Click the Print icon
student’s bus information.
Note:
Report Cards will be
published to the Portal at
the school district’s
discretion.
to print the
Click on the Course Requests tab to view the student’s current Course Requests. Depending on
the district’s policy and settings, parents/guardians will be able to enter new Course Requests
by clicking the New Request button.
Note:
Course requests entered
by parents can be deleted
until they are approved.
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Search for courses by Department or Subject area. Check the Select checkbox next to the
requested course(s). Comments can be added if desired. Click Save to add the request(s).
Click on the Gradebook tab then click View Gradebook Assignments to view the student’s class
list and published assignment categories and assignments.
Once the Gradebook window opens, select the Marking Period (defaults to the current
Marking Period) or a specific Date Range (click Go after selecting the From/To dates), and click
the course in the Class List you would like to view.
In the Class Work section, click the Expand icon next to an Assignment Category to display
the published assignments in that category. The Teacher’s Comment column will display
assignment-specific comments. Click the Assignment Description icon to view the
assignment description. Click the View Report link to view any Performance Reports posted by
the teacher. Click Print Assignment to print the displayed assignments.
Note:
Mini courses that occur
between Marking Periods
can be viewed using the All
Classes selection from the
Class List.
Note:
Alpha equivalents will
display for the CMPA,
Marking Period Average,
and Marking Period
Grade, when Alpha Grade
Conversion has been set
for the course.
Note:
Users can Collapse or
Expand Gradebook
sections, and Hide or
Display the Class List.
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Click on the Progress Report tab to view the student’s progress report. Click Print to print an
unofficial Progress Report directly from this screen.
Note:
Progress Reports will be
published to the Portal at
the school district’s
discretion.
Click on the Assessments tab to view the student’s assessments. Click the Print icon
a copy of the student’s assessments.
Note:
Assessments will be
published to the Portal at
the school district’s
discretion.
to print
Click on the Fees tab to view the student’s fees. Invoice information and total balance will be
displayed. Click the Print icon
to print a copy of the student’s fees.
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eSD® PORTAL: PARENT VIEW
Click on the ERC tab to view the student’s elementary report card. Click Print to print an
unofficial Elementary Report Card directly from this screen.
Note:
Elementary Report Cards
will be published to the
Portal at the school
district’s discretion.
Click on the Custom ERC tab to view the student’s custom elementary report card. Select the
Marking Period then click View Custom ERC.
Note:
Custom ERCs will be
published to the Portal at
the school district’s
discretion.
The Custom ERC will be generated and will open in a new window. Use the toolbar at top left
to navigate through, Print and/or Save the Custom ERC.
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Updating Account Info
Parents/guardians can update account information at any time. Click the My Account button at
the top right of the Portal screens. The Update Account Info tab is the default tab. From here,
passwords, usernames, and primary email addresses can be changed. Enter the new
information in one or all of these categories, and click Update Account Information when
finished.
Click the Personal Information tab to request changes to your personal information. The
following fields can be updated: Salutation, First Name, Last Name, Gender, Education Level,
Phone Information and Email Information. Additional phone numbers and email addresses can
be added using the Add Phone and Add Email buttons. Click the Delete icon to delete an
existing phone number or email address. Click Update Personal Info when finished to submit
the change request. Portal administrators have the option to accept or ignore change requests.
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Note:
Once a guardian submits a
request to update personal
information, they will be
prevented from submitting
a subsequent request until
all changes in the prior
request have been
accepted or ignored.
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Parents/guardians will have access to the Environmental Settings tab if the school district is
implementing a “Go Green” initiative to reduce the mailings of grade reporting documents.
Parents/guardians can select, for each student, which available grade reporting documents
they wish to continue to receive as paper mailings. Click Update Settings when finished.
Click the E-Mail Alerts tab to set your email alert preferences. Under E-Mail Preferences, select
your preferred email Format (HTML or Text) and Delivery format/frequency (Individual E-Mails,
Daily Digest, Weekly Digest, or Monthly Digest).
For each student, check the Student Alerts for which you wish to subscribe. Once checked, the
default Delivery format will be set to your preferred Delivery format, but can be changed on a
student-by-student basis.
For each school, check the School Alerts for which you wish to subscribe. Once checked, the
default Delivery format will be set to your preferred Delivery format, but can be changed.
When finished, click Update.
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